Treasury Services/Payment Solutions Sales Consultant III
Line of Business: Payment Solutions Primary Purpose: Identify, solicit, develop, service, and maximize non-credit revenue generation for clients in the corporate/commercial market segment through the sale of products and services covering the spectrum of cash management, merchant services, international, payroll services, and specialized payment solutions. This is accomplished through a consultative sales process leveraging the incumbents mastery of and expertise around client working capital management practices, payment systems and associated products and services, with a goal of expanding both the breadth and depth of the client relationship through a single, comprehensive sales experience. Target focus is on sales opportunities with the following characteristics: complexity of opportunity, significant increasing revenue potential, longer sales cycle, and coordination of related working capital lines of business. Essential Duties and Responsibilities: Following is a summary of the essential functions for this job. Other Duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Generate revenue growth of portfolio and client base through client acquisition, retention, and cross-selling in the corporate/commercial market segment. 2. Generate leads from market assessment, collaboration with Banking Network marketing plans, research provided by District Sales Manager, District Market Analyst, Market Development Team and Corporate and Commercial Market Segment Council initiatives. 3. Identify revenue opportunities in target markets, develop sales plans, and execute to close sales in coordination with Banking Network strategies and initiatives. 4. Initiates selling activities under a direct sales model by calling on clients and prospects to identify their needs and to sell the appropriate treasury/payments products and services. 5. Meet or exceed revenue sales goals in assigned territory through the sale of products and services. 6. Build strong, business relationships with external and internal clients reflecting the overall strategy of BB&T and the Payment Solutions Division. 7. Leverage partner and supporting relationships to execute on department sales strategy and to accelerate achievement of revenue growth. 8. Communicate account status within the organization and leverage internal resources wisely for maximum execution, including coordination of post-sale implementation effort. 9. Conducts 'check-up' calls on valuable client relationships to identify cross-sell opportunities and to retain clients' business. 10. Provide timely reporting around sales activity and prospective sales opportunities and keep up-to-date. 11. Maintain industry, products, and technical subject matter expertise. Required Skills and Competencies: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree in finance or accounting or equivalent experience and related training 2. Certified Treasury Professional (CTP) credential or equivalent professional accreditation 3. Eight years of experience with a demonstrated mastery of the following: in-depth knowledge of corporate working capital management (WCM) objectives and strategies, and supporting business processes including accounts payable, accounts receivable, supply chain management, debt and investment management, risk management and financial controls, financial systems and associated information technologies, including a perspective on both domestic and international WCM practices 4. Skilled in market analysis and lead generation. Ability to influence sales process of the Banking Network 5. In-depth knowledge of financial products and services (treasury/cash management, international, payroll services, card and payments) typically used by businesses in support of their working capital and operational requirements 6. Consulting skills - Ability to perform situational analyses through identification of client objectives, priorities, needs, problems, decision processes, benchmarks and measurements coupled with the capability to craft and propose recommendations and solutions to the issues and problems raised during the consulting process 7. Selling skills - Knowledge of value-oriented sales techniques and processes. Use of customer-focused attitudes and beliefs to translate product features into client-specific benefits and value propositions (in the client's terms). Preparation and delivery of tailored sales presentations, including product demonstrations. Ability to handle buyer objections and move sales situations forward resulting in the close of the sale while simultaneously focusing on account profitability and client retention 8. Communication and presentation skills - Excellent verbal and written communications skills; ability to tailor presentation and content of solutions as appropriate to executive and business focused audiences as well as technical staff 9. Team approach - Ability to work with staff from within the Company (Banking Network, Product Management, Operations, etc.) to effectively maximize revenue and customer satisfaction within assigned territories 10. Sales administration skills - time management, development of targeted sales plans (market and call planning), sales opportunity reporting and pipeline management. Demonstrated ability to manage time and follow-through required to meet business plan and revenue goals within assigned territories 11. Work ethic, attitude and follow-through - Commitment to excel and positive attitude combined with energy and enthusiasm 12. Ability to utilize Microsoft applications, including Outlook, Word, Excel, Access, and PowerPoint 13. Ability to travel as appropriate to manage and close opportunities within assigned territories, occasionally overnight Desired Skills 1. Advanced educational degree or professional certifications (e.g., CMA, CFM, AAP, CertCM, CPA, CFA) 2. Knowledge of the assigned territory with 'go-to' accounts and familiar contacts for accelerated sales cycles 3. Exposure to and high-level knowledge of technologies and related concepts utilized in working capital management processes Job Title: Company: Position Type: Job Category: Education Level: Contact Email: Treasury Services/Payment Solutions Sales Consultant III BB&T Full Time, Employee Sales/Retail/Business Development Bachelor's Degree Apply by Email BB&T recognizes and values the diversity of its employees, clients and business partners. EOE/M/F/D/V
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